Position in PII
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$184,277,506
+$44,130,211 QoQ
Shares Held
2,692,541
+4.7% QoQ
Ownership
4.73%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 478 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026STATE STREET CORP holds $867,357,075 across 10 Recreational Vehicles names. PII ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
2,692,541 | $184,277,506 | |
| 2 | BC |
Brunswick Corp
|
2,126,703 | $179,153,460 | |
| 3 | THO |
Thor Industries Inc
|
1,689,768 | $127,002,962 | |
| 4 | PATK |
Patrick Industries Inc
|
1,285,188 | $115,384,178 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
4,236,174 | $103,616,816 | |
| 6 | LCII |
Lci Industries
|
949,136 | $100,494,519 | |
| 7 | WGO |
Winnebago Industries Inc
|
1,111,638 | $34,727,571 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
458,813 | $12,585,240 |
All Filings in PII
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,277,506 | 2,692,541 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $140,147,295 | 2,571,510 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $140,147,295 | 2,571,510 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $178,778,338 | 2,826,535 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $166,328,357 | 2,861,317 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $127,554,252 | 3,137,866 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $127,554,252 | 3,137,866 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $111,004,060 | 2,711,384 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $111,004,060 | 2,711,384 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $186,665,348 | 3,239,593 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $241,771,578 | 2,904,512 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $236,269,727 | 3,017,108 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $297,992,061 | 2,976,349 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $303,343,132 | 3,200,835 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $307,271,422 | 2,950,561 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $475,122,844 | 3,928,908 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $486,452,943 | 4,397,116 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $452,124,177 | 4,476,477 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $389,189,806 | 4,068,895 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $439,416,456 | 4,426,032 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $435,664,816 | 4,136,582 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $396,075,522 | 3,603,635 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $392,313,087 | 3,278,565 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $431,855,150 | 3,153,148 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $463,871,649 | 3,474,694 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $339,106,474 | 3,559,052 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $272,884,770 | 2,892,567 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $470,550,576 | 5,084,285 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $193,353,836 | 4,015,656 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||